ملخصات تحضير الاجتماعات

المتطلبات تصف قدرات يحتاجها النمط في بيئتك، مو الموردين اللي لازم تشتريهم. أي نظام يملأ متطلباً يحقّقه — وهذا اللي يخلّي الكتالوج قابلاً للنقل عبر الذيل الطويل من أدوات الشركات الصغيرة والمتوسطة.

1. calendar_source

   مطلوبقراءةدفعة

   Where upcoming meetings live. The pattern reads from here to know when and what to prep.

   شكل البيانات

   Calendar events with attendees, time, title, location, any meeting notes attached to the event.
   يُملأ عادةً بواسطة

   • primary work calendar (Google, Outlook)
   • shared team calendar with customer meetings
   • calendar managed by a scheduling tool
2. contact_and_company_records

   مطلوبقراءةطلب

   Who the attendees are, what role they have, what company they're at, what the firm's relationship with that company is.

   شكل البيانات

   Contact records by email address; company records; deal or account context.
   يُملأ عادةً بواسطة

   • CRM lookup by attendee email
   • internal directory plus customer database
   • combined view across CRM and customer success tool
3. interaction_history_archive

   مطلوبقراءةمجموعة

   What the firm has already done with these people: prior meetings, emails, support tickets, deal stages. Lets the brief reference real continuity rather than starting from scratch.

   شكل البيانات

   Interaction records linked to the contact or account: emails, call summaries, ticket history, prior meeting notes.
   يُملأ عادةً بواسطة

   • activity log in the CRM
   • transcripts and summaries from A4 if that pattern is also live
   • email archive with sender/recipient indexing
   • support ticket history per customer
4. external_intelligence_source

   موصى بهقراءةدفعة

   Public news and signals about the company being met: funding, leadership changes, product launches, hiring patterns.

   شكل البيانات

   Per-company recent events with date, source, and relevance signal.
   إذا مفقود

   Briefs cover internal context well but miss external context. Reps still get value but the 'did you see they raised a Series B last week' quality erodes.
   يُملأ عادةً بواسطة

   • news monitoring service
   • company-news section of an enrichment data provider
   • manually curated alerts from sales operations
5. brief_delivery_channel

   مطلوبكتابةدفعة

   Where the brief reaches the rep. Important that it reaches them before the meeting, not after they're in it.

   شكل البيانات

   Structured brief: meeting context, attendees with one-line summary each, company snapshot, relationship history highlights, open items, suggested talking points.
   يُملأ عادةً بواسطة

   • morning email digest with the day's briefs
   • attachment to the calendar event itself
   • Slack DM the morning of the meeting
   • card in the CRM tied to the deal